Creating Membership Products

If you are installing Exchange for the first time as you install the Membership Add-on, you'll be able to select Membership as one of your product types during the Quick Setup.

If you are adding the Membership Add-on to an existing Exchange site, after you've installed and activated the Membership Add-on plugin, the product type should already be enabled. If you need to enable it (or disable it) for any reason, you'll go to Exchange > Add-ons and click the Disabled button to the right of the Membership add-on.

Once the add-on has been enabled, you will see the Add Membership option in the Exchange menu.

Creating a Membership product in Exchange is the same as creating any other product.

You'll start by giving your Membership product a title and set a price.

With Membership, you can create a Recurring Payment so that your customer is automatically charged monthly or yearly for their Membership.

Then you'll give your Membership product a basic description and you can set images for the product as well.

Content Access

To add a new rule, you'll start by clicking the Add New Rule button. Your first option is Type.

Your Type options include:

Posts

Pages

Post Types

Categories

Tags

There may also be additional options depending on the theme you are using (such as Widget Content with Builder themes) and plugins.

Once you've selected your Type, you'll next select the Content you want restricted.

In the example above, the Post option was selected for the Type. So in the Content option, all posts are listed for you to select from.

Your last option is the Delay Access option (also known as Drip Content). This allows you to determine when the content will be made available to the customers who have purchased that Membership. Note: This setting is only available for individual content items such as posts, pages and custom post types.

You can delay access to the content by

Days

Weeks

Months

Years

You can create numerous rules to restrict your content.

Shortcodes

Adding the shortcode [it-exchange-membership-included-content] to the extended description of a product allows you to list the content included with a membership. There are different arguments that you can add to your shortcode.

product_id - This is the current product id. Note: We do not recommend changing this.

before - In the "before" argument, you can add HTML that you'd like to have show before each content item listed. Note: "Before" argument must be added when using the Text view in the Extended Description.

after - In the "after" argument, you can add HTML that you'd like to have show after each content item listed. Note: "After" argument must be added when using the Text view in the Extended Description.

title - The "title" argument allows you to display a title before the list of content.

toggle - This option allows you to make grouped content (ex: items within a specified category) to be toggled instead of all items listed. This option is "on" by default.

posts_per_grouping - This allows you to limit the number of items shown for each taxonomy included in a membership.

show_drip - This shows drip content available in the membership listed. This option is "on" by default.

show_drip_time - This option shows when the drip content will become available. This option is "on" by default.